IS3H.DE vs. SXR3.DE
IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) and SXR3.DE (iShares MSCI UK UCITS ETF (Acc)) are both Europe Equities funds from iShares - IS3H.DE tracks the MSCI EMU Mid Cap while SXR3.DE tracks the MSCI UK. Both are passively managed. Over the past 10 years, IS3H.DE returned 9.47%/yr vs 6.68%/yr for SXR3.DE. A 0.72 correlation means they provide meaningful diversification when combined. IS3H.DE charges 0.49%/yr vs 0.33%/yr for SXR3.DE.
Performance
IS3H.DE vs. SXR3.DE - Performance Comparison
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Returns By Period
Over the past 10 years, IS3H.DE has outperformed SXR3.DE with an annualized return of 9.47%, while SXR3.DE has yielded a comparatively lower 6.68% annualized return.
IS3H.DE
- 1D
- 0.47%
- 1M
- -0.13%
- YTD
- 9.28%
- 6M
- 11.27%
- 1Y
- 16.64%
- 3Y*
- 18.25%
- 5Y*
- 9.27%
- 10Y*
- 9.47%
SXR3.DE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -0.00%
- 6M
- -0.00%
- 1Y
- 6.37%
- 3Y*
- 10.41%
- 5Y*
- 9.64%
- 10Y*
- 6.68%
IS3H.DE vs. SXR3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 9.28% | 30.84% | 11.73% | 8.69% | -14.80% | 15.42% | 3.89% | 29.25% | -15.98% | 19.16% |
SXR3.DE iShares MSCI UK UCITS ETF (Acc) | -0.00% | 15.66% | 13.52% | 9.60% | 0.36% | 25.69% | -17.21% | 24.21% | -10.84% | 7.35% |
Correlation
The correlation between IS3H.DE and SXR3.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2013 | 0.72 |
Over the past year, the correlation between IS3H.DE and SXR3.DE has dropped to 0.35 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
IS3H.DE vs. SXR3.DE — Risk / Return Rank
IS3H.DE
SXR3.DE
IS3H.DE vs. SXR3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) and iShares MSCI UK UCITS ETF (Acc) (SXR3.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IS3H.DE | SXR3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 0.64 | +1.51 |
| Martin ratioReturn relative to average drawdown | 7.71 | 1.32 | +6.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3H.DE | SXR3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.43 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.66 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.39 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Drawdowns
IS3H.DE vs. SXR3.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.63%, smaller than the maximum SXR3.DE drawdown of -40.36%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and SXR3.DE.
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Drawdown Indicators
| IS3H.DE | SXR3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.63% | -40.36% | +2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -10.13% | +2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -14.21% | -16.69% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -16.69% | -9.85% |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | -40.36% | +2.73% |
Current DrawdownCurrent decline from peak | -1.34% | -10.13% | +8.79% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -6.29% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 4.95% | -2.68% |
Volatility
IS3H.DE vs. SXR3.DE - Volatility Comparison
iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) has a higher volatility of 3.33% compared to iShares MSCI UK UCITS ETF (Acc) (SXR3.DE) at 0.00%. This indicates that IS3H.DE's price experiences larger fluctuations and is considered to be riskier than SXR3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3H.DE | SXR3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 0.00% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 14.03% | -4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 15.13% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 14.49% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 16.96% | -0.81% |
IS3H.DE vs. SXR3.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is higher than SXR3.DE's 0.33% expense ratio.
Dividends
IS3H.DE vs. SXR3.DE - Dividend Comparison
Neither IS3H.DE nor SXR3.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3H.DE and SXR3.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR3.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR3.DE is cheaper with a 0.33% expense ratio, compared with 0.49% for IS3H.DE.
IS3H.DE tracks MSCI EMU Mid Cap, while SXR3.DE tracks MSCI UK. Their fees differ too: 0.49% for IS3H.DE and 0.33% for SXR3.DE.
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